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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2826
Fortem Financial Group
California
$409K +$14.2K +50 +3%
CBC
2827
Coombe, Bender & Co
New York
$408K +$2.28K +8 +0.5%
BMA
2828
Brooks Moore & Associates
Tennessee
$407K – – –
LBA
2829
Lowell Blake & Associates
Massachusetts
$407K +$5.69K +20 +1%
AIFAIM
2830
American Institute for Advanced Investment Management
Arizona
$406K – – –
NL
2831
Navalign LLC
California
$406K +$32.4K +114 +8%
RWA
2832
Roberts Wealth Advisors
California
$405K – – –
BAWC
2833
Boyce & Associates Wealth Consulting
Texas
$404K – – –
CC
2834
Corsicana & Co
Texas
$404K – – –
PS
2835
Portfolio Solutions
Michigan
$402K – – –
PAA
2836
Peregrine Asset Advisers
Oregon
$402K +$92.5K +325 +27%
EP
2837
Edgestream Partners
New Jersey
$401K -$2.86M -10,043 -87%
CP
2838
Capital Planning
Washington
$401K – – –
LNWWM
2839
Laird Norton Wetherby Wealth Management
California
$401K – – –
PPWM
2840
PFG Private Wealth Management
Florida
$401K +$2.85K +10 +0.7%
LWMM
2841
Legacy Wealth Management (Mississippi)
Mississippi
$401K – – –
T
2842
TrueFG
Texas
$400K – – –
IC
2843
Iconiq Capital
California
$399K +$285 +1 +0.1%
APW
2844
Acima Private Wealth
Virginia
$398K – – –
VCM
2845
Viewpoint Capital Management
Washington
$398K -$107K -375 -26%
WCWM
2846
Wooster Corthell Wealth Management
Connecticut
$398K – – –
CCP
2847
Carmel Capital Partners
California
$397K +$33K +116 +8%
CPSC
2848
Carl P. Sherr & Co
Massachusetts
$397K +$65.4K +230 +18%
JHCP
2849
Jackson Hole Capital Partners
Oklahoma
$396K +$99.6K +350 +31%
SIA
2850
Strategic Investment Advisors
Michigan
$395K -$142K -499 -25%
112 113
114
115 116